Filed April 28, 2020 (most recent of 5 filings on file)
Total covered: 8 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,844 | $89,355+30.8% | $141,162-17.2% | $72,985+60.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 20.25% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $3,450 | $3,114+10.8% | $4,735-27.1% | $2,440+41.4% |
| Participant deferral / active EE | $9,811 | $5,418+81.1% | $6,709+46.2% | $3,607+172.0% |
| Admin fee / account holder | $17,886 | $5,958+200.2% | $10,261+74.3% | $5,124+249.0% |